Tip #867: Video Guide to Dynamics 365 Unified Scheduling

Schedule board

In this video we look at how to use Dynamics 365 Unified Scheduling feature to setup and schedule other entities (such as Cases, Opportunities, Custom Entities, etc.) using the Schedule Board that is apart of either the Field Service or Project Service Automation Solutions. Give us your feedback, all of it: good, bad, and ugly, […]

Tip #866: Invite others into your Dynamics 365 instance

Gone are the days when every tenant was sitting in their own little room with multiple instances being the best offer we could hope for. With Azure AD B2B generally available (yay!) we can now all invite Damian “Unleashed” Sinay to poke around our Dynamics 365 instances. Why Damian? Because he was the one asking […]

Tip #860: When export to Excel fails for no reason

Export Excellence

Dynamics 365 is a temperamental mistress – everything is fine until it is not. Export to Excel has been working for a customer like a clockwork but then one day, without any warning, attempts to export this view: started to generate this error: (Clicking Show technical details would give some useless generic error with the […]

Tip #854: Beware of Using Xrm Client Functions As Callbacks

Today’s tip comes from the tipper who, despite his affinity with Microsoft Flow, earned his place amongst the real developers fair and square, and who is now known as Daryl “Always Raising” LaBar. Daryl, you have the floor Writing clean code is constantly at the for-front of developers, and usually, “less” code generally results in […]

Tip #851: All Themed Up and Nowhere to Go…

In many Dynamics 365 implementations one of the customizations which can have an enormous impact to user adoption is the customization of the CRM Theme.  However, changes made to an organization’s theme are not solution aware.  As a result, each theme customization must be made manually in each environment.  Now, if there were no other way […]

Tip #849: Adding Security Roles to Dynamics 365 Apps

App Security

One of the great new features of Dynamics 365 is the new App Designer.  (For a video review of the App Designer, take a look at Tip #799). The App Designer allows the customization of Dynamics 365 to create targeted experiences for user navigation based on job function or system areas of importance. For example, a “Sales” app […]

Tip #847: Web chat is now available

Women Telephone Operators at Work

Technically, it is called “Live Assist for Dynamics 365 Powered by CaféX” (hands up who prefers “Web Chat”) and is now available on AppSource. Full details of the announcement are available. As per AppSource guidelines, there is a free trial and a video walkthrough. This app will allow you to embed web chat operator panel […]